Momentous Wealth Management Inc

Item 5: Fees & Compensation

    Compensation for Our Advisory Services

    Asset Management:

    The maximum annual fee charged for this service will not exceed 1%; however, the maximum fee for
    clients that wish to utilize sub-advisory services will be 1.30%. The fee for sub-advisory services will
    be split to our firm (1.00%) and the sub-advisor (0.30%). Fees to be assessed will be outlined in the
    advisory agreement to be signed by the client. Annualized fees are billed on a pro-rata basis quarterly
    in advance based on the value of the account(s) on the last day of the previous quarter. Fees are
    negotiable and will be deducted from client account(s). Adjustments will be made for deposits and
    withdrawals during the quarter. Further, it is important to note that our firm assesses advisory fees
    on cash and cash equivalents held in client accounts. In rare cases, our firm will agree to directly
    invoice.

         (a) The client’s independent custodian sends statements at least quarterly showing the market
             values for each security included in the Assets and all account disbursements, including the
             amount of the advisory fees paid to our firm;
         (b) Clients will provide authorization permitting our firm to be directly paid by these terms. Our
             firm will send an invoice directly to the custodian; and
         (c) If our firm sends a copy of our invoice to the client, a legend urging the comparison of
             information provided in our statement with those from the qualified custodian will be
             included.

    Comprehensive Portfolio Management:

    The maximum annual fee charged for this service will not exceed 1%; however, the maximum fee for
    clients that wish to utilize sub-advisory services will be 1.30%. The fee for sub-advisory services will
    be split to our firm (1.00%) and the sub-advisor (0.30%). Fees to be assessed will be outlined in the
    advisory agreement to be signed by the client. Annualized fees are billed on a pro-rata basis quarterly
    in advance based on the value of the account(s) on the last day of the previous quarter. Fees are
    negotiable and will be deducted from client account(s). Adjustments will be made for deposits and
    withdrawals during the quarter. Further, it is important to note that our firm assesses advisory fees
    on cash and cash equivalents held in client accounts. In rare cases, our firm will agree to directly
    invoice.

         (d) The client’s independent custodian sends statements at least quarterly showing the market
             values for each security included in the Assets and all account disbursements, including the
             amount of the advisory fees paid to our firm;
         (e) Clients will provide authorization permitting our firm to be directly paid by these terms. Our
             firm will send an invoice directly to the custodian; and
         (f) If our firm sends a copy of our invoice to the client, a legend urging the comparison of
             information provided in our statement with those from the qualified custodian will be
             included.

ADV Part 2A – Firm Brochure                        Page 7                          Momentous Wealth Management, Inc.

    Financial Planning & Consulting:

    Our firm charges on a flat fee basis for financial planning and consulting services. The total estimated
    fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with
    the client. Flat fees range from $1,500 to $2,500. The fee-paying arrangements will be determined on
    a case-by-case basis and will be detailed in the signed consulting agreement. Our firm will not require
    a retainer exceeding $1,200 when services cannot be rendered within 6 months.

    Third Party Money Manager Fees:

    Generally, fees charged for Third Party Money Manager services shall be in addition to our advisory
    fees. The Third-Party Money Managers we recommend will not directly charge you a higher fee than
    they would have charged without us introducing you to them. Most Third-Party Money Managers
    establish and maintain their own separate billing processes over which we have no control. In
    general, they will directly bill you and describe how this works in their separate written disclosure
    documents. The Third-Party Money Manager’s fees will not exceed 0.3%.
    Retirement Plan Consulting:

    Our Retirement Plan Consulting services are billed a fee based on the percentage of Plan assets under
    management. The total estimated fee, as well as the ultimate fee charged, is based on the scope and
    complexity of our engagement with the client. Fees based on a percentage of managed Plan assets
    will not exceed 1.00%. The fee-paying arrangements will be determined on a case-by-case basis and
    will be detailed in the signed consulting agreement.

    Other Types of Fees & Expenses

    Charles Schwab & Co., Inc. (“Schwab”), does not charge transaction fees for U.S. listed equities and
    exchange traded funds.

    Clients will incur transaction charges for trades executed in their accounts. These transaction fees
    are separate from our firm’s advisory fees and will be disclosed by the chosen custodian. Clients may
    also pay holdings charges imposed by the chosen custodian for certain investments, charges imposed
    directly by a mutual fund, index fund, or exchange traded fund, which shall be disclosed in the fund’s
    prospectus (i.e., fund management fees, initial or deferred sales charges, mutual fund sales loads,
    12b-1 fees, surrender charges, variable annuity fees, IRA and qualified retirement plan fees, and other
    fund expenses). Our firm does not receive a portion of these fees.

    Termination & Refunds

    Either party may terminate the advisory agreement signed with our firm for Asset Management and
...

Item 7: Types of Clients & Account Requirements

    Our firm has the following types of clients:
       • Individuals and High Net Worth Individuals;
       • Trusts, Estates or Charitable Organizations;
       • Pension and Profit Sharing Plans.

    Comprehensive Portfolio Management: Our firm requires a minimum account balance of
    $250,000 for our Comprehensive Portfolio Management service. Generally, this minimum account
    balance requirement is non-negotiable, however may be waived at our managements sole discretion
    and would be required throughout the course of the client’s relationship with our firm.